Task Reporting

The Task Reporting form includes three sections: Task Reporting, Dismiss Task, and Void Task Action. Users with access to the Task Reporting form may run reports or take corrective action on task occurrences.

► Field Descriptions

• The Task Reporting section provides a way to report on Task activity via a Crystal Report. The parameters on the Task Reporting section determine which clients and tasks will display.
• The Dismiss Task section provides a way to efficiently dismiss individual or multiple tasks by setting the parameters and selecting the specific tasks to dismiss.
• The Void Task Action section provides a way to void a mistaken event, including record of an attempt, dismissal, completion, or incomplete event. Voiding a task event will record the void and void reason and undo the action on the Task List.

Field	Description
Task Reporting > Task Reporting
From Date	Select the start date of the range of tasks. The start date to end date range will limit the tasks that appear on the report.
To Date	Select the end date of the range of tasks. The start date to end date range will limit the tasks that appear on the report.
Patient	Optionally select the client when the report should only display one individual.
Exclude Currently Discharged Patients	Choose whether to include discharged clients in the list of tasks to appear on the report.
Practitioner Category	Selected practitioner categories will limit tasks that appear on the report by the assigned practitioner category in Task Definition.
Task Code	Selected task codes will limit tasks that appear on the report by the Task itself as defined in Task Definition.
Task Status	Selected task statuses will limit tasks that appear on the report by the current status of the task.
Task Group	Selected task group(s) will limit tasks that appear on the report by the Task Group to which the tasks are associated.
Run Report (Button)	Select the ‘Run Report’ button to launch the Crystal Report.
Task Reporting > Dismiss Task
From Date	Select the start date of the range of tasks. The start date to end date range limits the tasks available to dismiss when ‘Select Tasks’ is chosen.
To Date	Select the end date of the range of tasks. The start date to end date range will limit the tasks available to dismiss when ‘Select Tasks’ is chosen.
Patient	Optionally select the client where the task to be dismissed exists.
Exclude Currently Discharged Patients	Choose whether to include discharged clients in the list of available tasks to be dismissed.
Practitioner Category	Selected practitioner categories will limit tasks available to dismiss by the assigned practitioner category in Task Definition.
Task Code	Selected task codes will limit tasks available to dismiss by the Task itself as defined in Task Definition.
Task Status	Selected task statuses will limit tasks available to dismiss by the current status of the task. Attempted and Incomplete are the only valid task statuses that may be dismissed.
Task Group	Selected task group(s) will limit tasks available to dismiss by the Task Group to which the tasks are associated.
Select Tasks (Button)	Choose the ‘Select Tasks’ button to select the task(s) to dismiss.
Details of selected tasks	Details of the tasks selected via the ‘Select Tasks’ dialog will display in the ‘Details of selected tasks’ text box. All tasks listed in the details will be dismissed when the ‘Dismiss’ button is selected.
Reason	Include a value from the dictionary to indicate the reason why a dismiss was necessary.
Reason Text	When appropriate, include reason text to further explain the reason for dismissal.
Dismiss (Button)	Select the ‘Dismiss’ button to process the dismissal.
Task Reporting > Void Task Action
From Date	Select the start date of the range of tasks. The start date to end date range will limit the tasks available to void when ‘Select Task Event’ is chosen.
To Date	Select the end date of the range of tasks. The start date to end date range will limit the tasks available to void when ‘Select Task Event’ is chosen.
Patient	Select the client where the task to be voided was recorded.
Task Code	Optionally select the specific task code(s) to further limit the results when ‘Select Task Event’ is chosen.
Task Group	Optionally select the specific task group(s) to further limit the results when ‘Select Task Event’ is chosen.
Task Action Event	Optionally select the specific task actions (events) to further limit the results when ‘Select Task Event’ is chosen. Available options are Attempted, Dismissed, Complete, and Incomplete.
Select Task Event (Button)	Choose the ‘Select Task Event’ button to select the task event to void.
Void Reason	Include a value from the dictionary to indicate the reason why a void was necessary.
Reason Text	When appropriate, include reason text to further explain the reason for a void.
Void (Button)	Select the ‘Void’ button to process the void action.